See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,955 | $102,317-68.8% | $146,958-78.3% | $80,856-60.5% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 18.08% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,473 | $3,713+20.5% | $4,933-9.3% | $2,755+62.4% |
| Participant deferral / active EE | $9,554 | $6,644+43.8% | $8,070+18.4% | $4,296+122.4% |
| Admin fee / account holder | $4,852 | $7,941-38.9% | $12,998-62.7% | $6,918-29.9% |